BFC Planning, Inc.’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$922K Buy
13,514
+1,222
+10% +$78.3K 0.04% 423
2026
Q1
$732K Buy
12,292
+1,709
+16% +$106K 0.03% 449
2025
Q4
$642K Buy
10,583
+238
+2% +$14K 0.03% 480
2025
Q3
$615K Buy
10,345
+1,231
+14% +$72.5K 0.04% 332
2025
Q2
$508K Buy
9,114
+4
+0% +$208 0.04% 353
2025
Q1
$482K Buy
9,110
+1,133
+14% +$63.5K 0.04% 336
2024
Q4
$442K Buy
+7,977
New +$455K 0.04% 366

Other funds holding KBE

BFC Planning, Inc.'s KBE Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street SPDR S&P Bank ETF (KBE) stake by 9.9% in Q2 2026, buying an estimated $78.3K and bringing the position to 13,514 shares worth $922K. The position accounts for 0.04% of the portfolio, ranked #423.

BFC Planning, Inc. first reported a position in KBE in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold KBE as of Q2 2026.

  • BFC Planning, Inc. held 13,514 shares of State Street SPDR S&P Bank ETF worth $922K as of Q2 2026.
  • BFC Planning, Inc. bought 1,222 State Street SPDR S&P Bank ETF shares in Q2 2026, an estimated $78.3K.
  • State Street SPDR S&P Bank ETF made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #423 holding.
  • BFC Planning, Inc. first reported a position in State Street SPDR S&P Bank ETF in Q4 2024 and has held it in 7 quarters since.
  • 267 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.